-34.5%
PINS vs DGX
+96.8%
-131.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | 0.0% | -9.2% | -9.2% |
| 7D | -13.9% | -2.2% | -11.6% | -14.0% |
| 30D | -25.0% | -0.9% | -24.1% | -25.0% |
| 3M | -16.6% | +15.6% | -32.2% | -15.5% |
| 6M | -7.0% | +17.8% | -24.8% | -5.6% |
| YTD | -29.4% | +37.5% | -66.9% | -27.6% |
| 1Y | -49.9% | +31.2% | -81.1% | -48.8% |
| All | -34.5% | +96.8% | -131.3% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DGX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling